Covr Financial Technologies · 5 hours ago
CA - VP, Regional Insurance Consultant
United States
Full-time
Remote
Mid, Senior Level
$72K/yr - $72K/yr
5+ years expCovr Financial Technologies is a leading InsurTech company focused on simplifying the buying process for life insurance. The VP, Regional Insurance Consultant role is responsible for managing and building insurance sales within a territory of financial advisors, providing exceptional service and support to clients.
Financial ServicesFinTechInsuranceInsurTechLife InsuranceWealth Management
No H1B
Responsibilities
Advises financial advisors on sales concepts, insurance products, and underwriting
Responsible for developing business plans that achieve and exceed sales targets for assigned territory
Builds and maintains strong relationships with Financial Advisors in order to achieve sales targets
Partners closely with account management in order to advance sales within region
Continuously analyzes data within ones territory to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc) accordingly
Serves as the initial contact for problem resolution. Researches and/or elevates issues to solve problems
Leverages the Company’s expertise by working effectively with areas such as Product Management, Advanced Sales, etc
Guides financial advisors on the use of the Covr digital insurance platform
Provides insurance quotes and case design to financial advisors and their clients for life insurance, disability income and asset based long term care
Well versed in core life and long-term care insurance strategies and familiar with the solutions available in the marketplace from various insurance carriers
Comfortable with SalesForce or other CRM as a tool to help run an efficient practice
Performs other projects and tasks as assigned
Qualification
Required
Bachelor's degree or equivalent work-related experience
Experience with field underwriting, and product niches
Familiarity in life insurance, long term care, disability income, and case design
Life and health insurance licensed with a minimum of 5+ years of life insurance sales experience
Minimum Series 6 and 63 required
Knowledge of numerous carriers and different product lines a required
Persistent marketer with proven track record of high performance/activity
Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
Excellent attention to detail and ability to multi-task without losing focus
Excellent verbal communication skills with ability to build phone-based relationship
Familiar with general concepts of the financial planning and life insurance industries
Strong organizational and time management skills
Ability to work independently and exercise good judgment with professional and technical fortitude
Strong work ethic and high level of personal integrity and accountability
Benefits
Paid Time Off (PTO): 3 weeks to start increasing with years of service
Paid holiday’s – 11 days!
NEW - Summer Hours Program
Medical, Dental and Vision – 11 options to choose from for all full-time employees, 2 plans zero premium others 85% premium paid by Covr
Employee Assistance Program
HSA employer contribution of up to $500/yr
Adult and child orthodontia
Health Savings Account (HSA) with quarterly company contributions
Short-Term and Long-Term Disability
NEW - Pet insurance for cats and dogs!
NEW – Gym Membership discounts
401(k) retirement plan
NEW LIMITS - Company paid Life and AD&D insurance 1 year salary, max $50,000 for all full-time employees.
NEW LIMITS - Supplemental Life and AD&D insurance up to 6x’s salary for employee up to $2,500,000
NEW LIMITS - Supplemental Life and AD& D plans offered for spouse up to $200,000 and dependents up to $10,000
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit
Company
Covr Financial Technologies
Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$53MKey Investors
Stone Point CapitalSony Innovation FundConnecticut Innovations
2022-04-07Series B· $15M
2021-04-29Series Unknown· $12M
2020-06-01Convertible Note· $7.5M
Leadership Team
Bob Klein
Chief Distribution Officer
Recent News
2026-01-11
2026-01-07
Company data provided by crunchbase